Podcast Episodes

Is There Pain Ahead for Risk Assets?

Season 7

U.S. equities continue to chop after falling from the recent highs, as investors weigh recent Fed comments and conflicting economic data. Maggie Lake sits down with the Dale Pinkert, head of trader d…

Published on 2 years, 9 months ago

Can Anyone Out-Hawk the Fed?

Season 7

After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. The minutes confirmed that most Fed members are on …

Published on 2 years, 9 months ago

Are Markets in for a Rough Ride?

Season 7

U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors wory about interest rates ahead of tomorrow’s FOMC minutes reveal. Maggie Lake is joined by Jared Dillian, …

Published on 2 years, 10 months ago

Tim Ferriss, Raoul Pal & Mark Hart on Hedge Funds, Investing & Optimizing Lifestyle | RV Classics

Season 7

In this three-way conversation, Raoul speaks with Mark and Tim on the currency that we should prioritize higher-- time.

In his Master Class, Mark Hart mentions Tim Ferriss as a friend and lifestyle de…

Published on 2 years, 10 months ago

Why a Post-Lockdown China Is Raising Red Flags for India

Season 7

Andreas Steno Larsen explains why China’s reopening is a negative for last year’s market darling, India. Plus, he gives an update on U.S. dollar liquidity and a sneak peek into his new show, Buy-side…

Published on 2 years, 10 months ago

How Aggressive Does the Fed Need to Get?

Season 7

U.S. stocks are sliding into the weekend, as investors contemplate the risk of sticky inflation and soaring U.S. Treasury yields. Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins …

Published on 2 years, 10 months ago

The Battle Against Inflation is Far From Over

Season 7

U.S. producer prices (PPI) rose 0.7% in January, calling into question the prevailing disinflation narrative for the second time this week. Maggie Lake is joined by Peter Boockvar, the CIO of Bleakly…

Published on 2 years, 10 months ago

Is the Options Market Calling Off Recession?

Season 7

U.S. retail sales numbers came in much stronger than expected after yesterday’s still-sticky inflation print. The stock market remains range-bound as investors consider the next directional catalyst.…

Published on 2 years, 10 months ago

Are Markets Too Complacent About Inflation?

Season 7

U.S. inflation rose 6.4% YoY last month, down from 6.5% in December but above expectations while monthly inflation rose 0.5% — the biggest increase in 3 months. Stocks largely shrugged in response, a…

Published on 2 years, 10 months ago

Markets Turn Their Gaze to CPI

Season 7

U.S. equities pushed higher as investors look ahead to tomorrow morning’s U.S. CPI print. Ash Bennington sits down with Dave Floyd, founder of Aspen Trading Group, to discuss today’s price action and…

Published on 2 years, 10 months ago